Andesa · 8 hours ago
Plan Administration Solutions Analyst
United States
Full-time
Remote
Senior Level
5+ years expAndesa Services, Inc. is a service and technology company serving the Life Insurance and Annuity industry with custom SaaS solutions. The Plan Administration Solutions Analyst will support client and plan administration activities, focusing on operational excellence and high-quality service delivery while developing cross-functional proficiency.
Information TechnologyInsurance
Responsibilities
Support client relationship owners in delivering high-quality service
Participate in client meetings and assist with follow-up actions
Monitor SLAs and escalate issues appropriately
Assist in identifying potential upsell/cross-sell opportunities
Gather and document business requirements, workflows, and use cases
Assist in developing functional specifications and data mapping
Demonstrate system functionality to internal teams
Support release planning and coordination
Execute test plans for monthly releases and client enhancements
Validate system changes and document defects
Perform initial root cause analysis and collaborate with development teams
Support QA/BA team members through shared testing responsibilities
Support illustration analysis, plan design questions, and issue triage
Perform various system calculations including, but not limited to liability accruals, FICA, and imputed income for a variety of benefit plan types
Assist with test environment setup and calculation validation
Develop cross-functional foundational knowledge of COLI/BOLI and policy admin systems
Participate in internal and external project workstreams
Assist in project planning, documentation, and risk tracking
Support demos, training sessions, and client onboarding activities
Collaborate with cross-functional teams (QA, Development, Operations, Finance)
Participate in on-call rotations and release activities as needed
Contribute to continuous improvement initiatives
Collaborate with Chief Client Officer and Chief Revenue Operations Officer to develop and implement strategic plans for service delivery and client growth
Support and act as Project Owner client initiatives, providing coordination, stakeholder engagement, and issue resolution, if needed
Present monthly/quarterly updates on account performance, client health, and growth initiatives to internal and external stakeholders
Perform other duties as assigned
Qualification
Required
Working knowledge of policy administration systems, reporting tools, and illustration concepts
Strong analytical and problem-solving skills
Ability to gather and document requirements
Familiarity with SDLC and testing methodologies
Strong communication and interpersonal skills
Ability to manage multiple priorities with guidance
High degree of initiative and accountability
Ability to understand and lead through operational and process change
Flexible and adaptable to shifting client needs and business priorities
Self-starter with a high degree of initiative and accountability
Ability to work with limited supervision
Bachelor's degree in Business, Management, Information Systems, or related field
Minimum five (5) years of experience in business process, client account, or operational management, preferably in the life insurance or financial services industry
Willingness to travel as needed
Preferred
Six Sigma certification a plus
LOMA ALMI/FLMI or equivalent industry experience preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Company
Andesa
Andesa is a leading, employee-owned provider of policy lifecycle solutions for the life insurance and annuities industry that offers modern cloud-based systems for transaction management and recordkeeping.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ron Scheese
President and CEO
Chris Shalbert
Chief Technology Officer
Company data provided by crunchbase